Geopolitical tensions, shifting oil prices, inflation concerns, and key developments in South Africa all made June a month to watch. From renewed uncertainty in the Middle East to changes impacting local markets and the economy, this month's report unpacks the events shaping the investment landscape and what they could mean going forward.

October 2025 saw mixed global and domestic developments, with the US facing a government shutdown and Inflation pressures, while China and the EU maintained cautious growth. A US-China trade breakthrough and easing Oil market tensions brought slight optimism. Domestically, South Africa celebrated its removal from the FATF grey list, steady inflation at 3.4% and renewed investor confidence supported by a stronger Rand and business sentiment.